Core Values

Our firm is built on a few key premises that are essential to the services we provide.

• Investment planning is a means for clarifying family goals, identifying priorities, and providing a clear course of action.
  
  
• Independent, unbiased advice can make a difference in our clients' lives - and is essential for our client's success. Our client comes first.
  
  
• The interests of the client and the advisor must be aligned. We achieve this through a fee-based relationship and a genuine interest in working toward achieving each client's goals.
  
  
• Diversifying asset classes*, investment managers and strategies can help smooth the investment "ride". No strategy assures success or guarantees against loss.
  
  
• The strategies we provide are cost effective and specific to each client's needs and goals. We are committed to providing investments and services that are appropriate for each client's needs.
  
  
• The information we provide must be timely and must matter.
  
  
• Education is essential for clients to make decisions they can live with for the long term.
  
  
• The world is an increasingly complicated place. An advisor must be engaged actively in ongoing learning because the financial world experiences fast-paced changes.